Filed June 15, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $625,208 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $536,543 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $292,805 |
Service code 28 · EIN 59-3418454 | Investment Management | $286,589 |
KENNEDY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1225960 | Investment Management | $219,358 |
Filed as: TOWER WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $208,861 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $182,623 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWER WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $175,475 |
WELLS FARGO BANK, N.A.3+ years Service code 18 · EIN 94-1347393 | Direct payment from the plan; Custodi... | $140,952 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $38,937 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 6.87% | -1.92%+8.8pp | -2.18%+9.1pp | 73.13%-66.3pp |
| Employer contribution / active EE | $6,907 | $10,821-36.2% | $38,751-82.2% | $8,421-18.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |